We are live on ! Find out more
DAL icon

Delta Air Lines

973 hedge funds and large institutions have $16.2B invested in Delta Air Lines in 2020 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 263 increasing their positions, 331 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 81

39% more capital invested

Capital invested by funds: $11.7B → $16.2B (+$4.52B)

17% more funds holding

Funds holding: 834973 (+139)

14% more call options, than puts

Call options by funds: $1.5B | Put options by funds: $1.31B

3.12% more ownership

Funds ownership: 59.87%62.99% (+3.1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

21% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 331

Holders
973
Holders Change
+139
Holders Change %
+16.67%
% of All Funds
17.22%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
234
Increased
263
Reduced
331
Closed
81
Calls
$1.5B
Puts
$1.31B
Net Calls
+$188M
Net Calls Change
+$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$325K
CG
602
Colony Group
Massachusetts
$324K -$128K -3,514 -30%
AWA
603
Arkadios Wealth Advisors
Georgia
$324K +$230K +6,319 +363%
MF
604
Magnetar Financial
Illinois
$320K +$289K +7,952 New
APWM
605
Atlas Private Wealth Management
New York
$318K -$177K -4,874 -38%
BAM
606
Brave Asset Management
New Jersey
$318K
KW
607
KWB Wealth
California
$318K +$288K +7,906 New
SBSB
608
Sullivan, Bruyette, Speros & Blaney
Virginia
$317K +$3.67K +101 +1%
RHBC
609
R.H. Bluestein & Co
Michigan
$317K +$286K +7,875 New
RCAG
610
Rehmann Capital Advisory Group
Michigan
$316K -$1.93K -53 -0.7%
BCM
611
BTC Capital Management
Iowa
$316K -$196K -5,401 -41%
NAS
612
Nicolet Advisory Services
Wisconsin
$315K +$285K +7,823 New
SCM
613
Southport Capital Management
Tennessee
$313K +$284K +7,795 New
JIC
614
Johnson Investment Counsel
Ohio
$311K -$25.1K -689 -8%
IFWM
615
Institute for Wealth Management
Colorado
$309K -$4.25K -117 -1%
BW
616
Bison Wealth
Georgia
$307K +$29.5K +811 +12%
KCM
617
Kendall Capital Management
Maryland
$306K -$111K -3,050 -29%
PCA
618
Personal Capital Advisors
California
$306K +$277K +7,610 New
Schroder Investment Management Group
619
Schroder Investment Management Group
United Kingdom
$302K -$9.89K -272 -3%
QI
620
QS Investors
New York
$298K
IFG
621
Investors Financial Group
Minnesota
$298K +$269K +7,400 New
HWA
622
HHM Wealth Advisors
Tennessee
$296K +$30.4K +836 +13%
BAM
623
Belpointe Asset Management
Nevada
$294K +$98.3K +2,702 +59%
BFG
624
Berger Financial Group
Minnesota
$294K +$266K +7,318 New
TA
625
TrueWealth Advisors
Alabama
$293K +$271K +7,438 New

DAL Hedge Fund Activity: Q4 2020 in Review

973 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Delta Air Lines (DAL) for Q4 2020, worth a combined $16.2B — up 39% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new DAL positions and 81 closed out — a net gain of 153 holders — while 263 added to existing stakes and 331 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $291M. The largest seller was Allianz Asset Management, cutting an estimated $132M.

  • 973 institutional investors held Delta Air Lines (DAL) as of Q4 2020, up from 834 in Q3 2020.
  • Funds reported $16.2B of Delta Air Lines stock for Q4 2020, up 39% quarter-over-quarter.
  • 234 funds opened new Delta Air Lines positions in Q4 2020 and 81 closed out, a net change of +153 holders.
  • The largest Delta Air Lines buyer in Q4 2020 was Fidelity Investments, an estimated $291M added.
  • The largest Delta Air Lines seller in Q4 2020 was Allianz Asset Management, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2020.